EPRT vs CMSA

Comparison between Essential Properties Realty Trust Inc (EPRT, Company) and CMS Energy Corporation (CMSA, Company).

EPRT is from the Real Estate sector, while CMSA is from the Utilities sector.

5-Year PerformanceEPRT has outperformed CMSA, delivering a return of +9.4% compared to +1.2%

EPRT vs CMSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPRT(COMPANY)	CMSA(COMPANY)
Market Cap	$6.77B	$6.76B
Max Drawdown	73.67%	33.16%
Sharpe Ratio	0.01	0.66
5Y Beta	0.41	0.19
Industry	Reit - Retail	Multiline Utilities
P/E Ratio	25.02	6.03
Forward P/E	24.63	N/A
PEG Ratio	2.95	0.97
Dividend Yield	3.91%	6.19%
5Y Dividends CAGR	10.02%	-0.01%
5Y EPS CAGR	24.27%	3.94%
Debt to Equity	59.92%	199.20%
Free Cash Flow Yield	5.96%	-54.91%
P/S Ratio	11.49	N/A
P/B Ratio	1.54	N/A

Market Cap

Winner

EPRT

$6.77B

CMSA

$6.76B

Max Drawdown

EPRT

73.67%

Winner

CMSA

33.16%

Sharpe Ratio

EPRT

0.01

Winner

CMSA

0.66

5Y Beta

EPRT

0.41

Winner

CMSA

0.19

Industry

EPRT

Reit - Retail

CMSA

Multiline Utilities

P/E Ratio

EPRT

25.02

Winner

CMSA

6.03

Forward P/E

EPRT

24.63

CMSA

N/A

PEG Ratio

EPRT

2.95

Winner

CMSA

0.97

Dividend Yield

EPRT

3.91%

Winner

CMSA

6.19%

5Y Dividends CAGR

Winner

EPRT

10.02%

CMSA

-0.01%

5Y EPS CAGR

Winner

EPRT

24.27%

CMSA

3.94%

Debt to Equity

Winner

EPRT

59.92%

CMSA

199.20%

Free Cash Flow Yield

Winner

EPRT

5.96%

CMSA

-54.91%

P/S Ratio

EPRT

11.49

CMSA

N/A

P/B Ratio

EPRT

1.54

CMSA

N/A

EPRT vs CMSA - Historical Returns

Returns include dividend reinvestment.

Period	EPRT	CMSA
1 month	-2.34%	-1.59%
3 months	-4.41%	-4.72%
6 months	+1.66%	-1.68%
1 year	+2.83%	+9.24%
5 years(CAGR)	+9.37%	+1.16%
10 years(CAGR)	N/A	+3.67%
Max(CAGR)	+15.84%	+3.67%

EPRT

-2.34%

Winner

CMSA

-1.59%

Winner

EPRT

-4.41%

CMSA

-4.72%

Winner

EPRT

+1.66%

CMSA

-1.68%

EPRT

+2.83%

Winner

CMSA

+9.24%

5Y(CAGR)

Winner

EPRT

+9.37%

CMSA

+1.16%

10Y(CAGR)

EPRT

N/A

CMSA

+3.67%

Max(CAGR)

Winner

EPRT

+15.84%

CMSA

+3.67%

EPRT vs CMSA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	EPRT	CMSA
2026	+5.29%	-0.99%
2025	+0.01%	+2.51%
2024	+25.08%	-3.65%
2023	+17.14%	+19.05%
2022	-15.03%	-12.22%
2021	+46.49%	-1.02%
2020	-8.06%	+13.20%
2019	+88.78%	+15.23%
2018	+3.08%	-2.55%

EPRT vs CMSA Drawdown Comparison

The maximum drawdown for EPRT was -73.67%, occurring on Mar 18, 2020. Recovery took 333 trading sessions.

The maximum drawdown for CMSA was -32.25%, occurring on Mar 18, 2020. Recovery took 119 trading sessions.

The current EPRT drawdown is -8.50%. The current CMSA drawdown is -9.01%.

Rank	EPRT	CMSA
#1	-73.67% Feb 10, 2020 - Jun 7, 2021	-32.25% Feb 4, 2020 - Jul 24, 2020
#2	-38.38% Sep 3, 2021 - Jul 11, 2024	-17.09% Jun 22, 2021 - Dec 20, 2023
#3	-15.54% Nov 27, 2024 - Feb 20, 2026	-15.78% Sep 23, 2024 - Sep 29, 2025
#4	-12.17% Mar 2, 2026 - Mar 27, 2026	-10.40% Sep 30, 2025 - Mar 31, 2026
#5	-8.97% May 22, 2019 - Aug 12, 2019	-8.34% Dec 30, 2020 - Jun 22, 2021
#6	-8.94% Dec 6, 2018 - Jan 18, 2019	-8.01% Aug 30, 2018 - Jan 11, 2019
#7	-8.59% Nov 15, 2019 - Jan 21, 2020	-6.92% Mar 21, 2024 - Aug 16, 2024
#8	-8.46% Jul 23, 2024 - Aug 21, 2024	-4.02% Nov 14, 2019 - Jan 9, 2020
#9	-7.48% Sep 23, 2024 - Nov 27, 2024	-3.90% Mar 16, 2018 - Aug 22, 2018
#10	-6.36% Sep 10, 2018 - Nov 29, 2018	-3.39% Jan 31, 2019 - Mar 27, 2019
#11	-5.64% Jun 14, 2021 - Jul 20, 2021	-3.35% Apr 30, 2019 - Jun 10, 2019
#12	-4.12% Jul 19, 2018 - Aug 16, 2018	-3.32% Sep 3, 2019 - Sep 27, 2019
#13	-3.87% Apr 12, 2019 - Apr 24, 2019	-3.14% Jul 29, 2020 - Oct 27, 2020
#14	-3.49% Sep 4, 2019 - Sep 20, 2019	-2.81% Feb 1, 2024 - Feb 23, 2024
#15	-3.28% May 3, 2019 - May 17, 2019	-2.34% Jul 31, 2019 - Aug 20, 2019